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Lloyd Advisory Services’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Lloyd Advisory Services’s Portfolio SUSA Stock Details SUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,041
Closed -$99K – 420
2021
Q2 		$99K Buy
+1,041
New +$99K 0.05% 118